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The SECURE Act was approved by the House on May 23rd. It will now move to the Senate and compared or possibly reconciled with RESA. We compare the main provisions of each act in this chart. Learn More >
Recent changes to retirement plan provisions due to 2 new Tax Acts Learn More >
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Section 108 of the Act amends the tax laws to prohibit the use of debit/credit cards to take a participation loan.
Section 102 of the Act amends the tax laws to increase the auto enrollment cap to 15%.
Congratulations Caryn and Greg!
Amber discussed "A Day in the life of a TPA"